LF
Lee Financial Portfolio holdings
AUM
$797M
1-Year Est. Return
16.77%
1 Year Est. Return
+16.77%
AUM
$797M
AUM Growth
+$100M
(+14%)
Holding
185
Top Buys
| 1 | +$11.6M | |
| 2 | +$5.8M | |
| 3 | +$4.32M | |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
+$3.15M |
| 5 |
NVIDIA
NVDA
|
+$3.04M |
Top Sells
| 1 | +$5.72M | |
| 2 | +$1.89M | |
| 3 | +$1.25M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$954K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$816K |
Sector Composition
| 1 | Technology | 7.7% |
| 2 | Financials | 7.64% |
| 3 | Energy | 3.59% |
| 4 | Consumer Discretionary | 1.77% |
| 5 | Healthcare | 1.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
DSM
176
BNY Mellon Strategic Municipal Bond Fund
DSM
$296M
| $172K | 0.02% |
+29,000
|
|
||
177
Alphatec Holdings
ATEC
$3.35B
| $149K | 0.02% |
+10,215
|
|
||
178
Kimbell Royalty Partners
KRP
$1.16B
| $141K | 0.02% |
+10,417
|
|
||
|
AIV
179
Aimco
AIV
$823M
| $79.3K | 0.01% |
10,000
|
|
||
180
Taysha Gene Therapies
TSHA
$1.3B
| $65.4K | 0.01% |
20,000
|
|
||
181
Iveda Solutions
IVDA
$6.58M
| $40.2K | 0.01% |
+30,000
|
|
||
|
KNDI
182
Kandi Technologies Group
KNDI
$77.9M
| $24.2K | ﹤0.01% |
+20,001
|
|
||
183
Adobe
ADBE
$134B
| – | – |
-1,468
|
|
||
184
Broadstone Net Lease
BNL
$3.32B
| – | – |
-12,360
|
|
||
185
Greenland Technologies Holding Corp
GTEC
$18.6M
| – | – |
-10,504
|
|